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Showing 61 - 70 of 105 results for "Charter Financial"

Former Moneywise duo launch advice firm

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
... authenticity and a mission statement to make advice easier to understand for those who need it. Licensed through Charter Financial Planning, former Moneywise general manager Paul Mann and former Australian advice leader Catherine Navarro have founded ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
... Politis, Unison Wealth Management and Hunter Green. Overall, the largest licensees are AMP Financial Planning, Charter Financial Planning, SMSF Advisers Network, Commonwealth Financial Planning, Count Financial, Westpac, GWM Adviser Services, Morgans ...

AZ NGA continues acquisition spree

ALEX BURKE  |  FRIDAY, 25 AUG 2017
... 31st transaction in just over two years with the acquisition of an advice practice previously licensed under Charter Financial Planning. Farrow Hughes Mulcahy (FHM) currently employs eight advisers who specialise in working with Australian corporations ...

Two Victorian advisers cop bans

KARREN VERGARA  |  TUESDAY, 16 MAY 2017
... entities and self-managed superannuation funds. Heycock and Arnold-Levy were both authorised representatives of Charter Financial Limited, a subsidiary of AMP Group until 28 March 2014. The investigation was initiated after receiving a breach notification ...

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... firm advises over 1000 personal clients and more than 2000 corporate super members. The firm is licensed with Charter Financial Planning and has over $212 million in funds under advice (FUA). DFA provides a range of advisory services including retirement ...

ASIC bans ex-Genesys adviser

ALEX BURKE  |  THURSDAY, 1 OCT 2015
... Advisers from 2009 to 2011; after working at Jigsaw Support services for a year, he moved to another AMP licensee, Charter Financial Planning, in 2012. ASIC's statement attributed the banning to its ongoing review of life insurance advice, which found ...

AMP advice adds Van Eck ETFs

STAFF WRITER  |  WEDNESDAY, 30 SEP 2015
... Weight ETF and Market Vectors Australian Banks ETF will now be available to advisers at AMP Financial Planning, Charter Financial Planning and Hillross. "We are delighted that AMP has added MVW and MVB to its APL. Our ETFs offer investors a point of ...

Aligned execs join Fortnum in advice arm restructure

LAURA MILLAN  |  MONDAY, 27 JUL 2015
... appointed four executives from IOOF-owned Shadforth Financial Group, Commonwealth Bank and AMP-owned Genesys and Charter Financial Planning. As part of the restructure, Fortnum Financial Advisers has also internally promoted national sales manager Joel ...

Financial planning director to leave AMP

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
... division Rob Caprioli and was responsible for five licensees: AMP Financial Planning, Hillross, ipac, Genesys and Charter Financial Planning. "Steve is one of AMP's longest serving employees and I'd like to thank him for his commitment and loyalty," ...

AMP practice to pay $10,200 penalty

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
A financial planning practice licensed under AMP-owned Charter Financial Planning has been fined with $10,200 for misleading advertising. Victoria-based Australian Financial Planning Solutions (AFPS) has been hit with $10,200 in penalties after the ...